Saved Templates

Hey there! 👋

Optimize your workflow with the Sales Engagement Tool by saving your campaigns as templates! 🎨 Once you've designed your sequence, hit "Save as template" to reuse it across all accounts. Find it easily under “Saved sequences” in the campaign builder. Embrace this efficiency booster and enhance your outreach experience today! 🚀

Creating Your Sequence

First things first, you’ll need to create your sequence. If you're new to the Sales Engagement Tool family, don’t worry—we’ve got you covered! Just follow the step-by-step instructions, and you’ll have your campaign up and running in no time. Think of it as laying the foundation for your campaign house. 🏡

Finish Your Campaign

Once you’ve crafted your brilliant campaign, you’ll see two options pop up:

1. Save as template: Click this if you want to turn your campaign into a reusable template. It’s like preserving your masterpiece so you can use it over and over again! 🎨
   
   
   
   
2. Launch Campaign: Ready to launch? This is your go-to button. But since we’re focusing on saving templates, let’s stick to option one for now.

Access Your Saved Template

After saving your campaign as a template, it’ll be right there, ready and waiting for you across all your accounts. Just click on the designated button (you’ll see it clearly marked) to pull up your saved template. It’s like having a secret weapon in your Sales Engagement Tool toolkit! 🔧

Choosing “Saved sequences”

You can also find all your saved templates directly from the campaign builder. Just click on “Saved sequences” and voilà—all your saved gems are at your fingertips.

And that’s it! You’re officially a wizard at saving campaign templates in the Sales Engagement Tool. This will save you tons of time and help keep your campaigns consistent across all your accounts. 🧙‍♂️

We hope you enjoyed this tutorial and found it helpful. Happy campaigning, and may your Sales Engagement Tool journey be smooth and successful! 🚀